Invoices
This collection includes articles on creating, updating Invoices and associated functions.
INVOICES FAQ - How does VAT work in Qargo?This article gives an overview of the logic behind the VAT configuration and automatic calculation method for goods (Non-Container).
INVOICES - Customer invoice preferencesSet invoice preferences per customer for flexible billing. Configure payment terms, consolidation and grouping under Customer Tasks Panel.
INVOICES - Create invoice from a Selfbill from customer
FAQ - Summary guide for VAT Rules, based on country.A summary guide to VAT rules based on which country your account is set up in.
INVOICES - Configuring Accounting SetupAccounting configurations to manage accounting software imports, nominal codes and tax rates.
INVOICES - Configuring TasksTasks automate workflows, improving efficiency. Configure invoice and credit note tasks; modify or add tasks to fit business needs.
Orders To Invoice
Includes articles relating to all functions included on the ORDERS TO INVOICE page.
INVOICES - Order View <-> Charge ViewOrder View shows full order totals for invoicing. Charge View filters by charge type, allowing partial invoicing and quick rate edits.
INVOICES FAQ - Create an invoice that holds multiple orders.Create an invoice that contains more than 100 orders using different options depending on how and when the orders are processed.
INVOICES - Set "Do not invoice" in bulkSet completed orders with no invoicing to ‘Do not invoice’ for easy tracking. Use filters, update status, and manage them in a separate tab.
INVOICES - Orders to Invoice View OptionsView ‘Orders to Invoice’ by Orders or Charges. Use tabs to track status, filter columns, and manage invoices efficiently.
INVOICES - Auto-assign Invoice Groups to OrdersOrders auto-assigned to invoice groups by customer preferences (field/time-based) when marked "Ready to invoice."
Invoices
Includes articles relating to all functions included on the INVOICES page.
INVOICES - Create a Sales InvoiceManage invoicing by setting orders ready, creating, adjusting, sending invoices, and posting to accounting with manual or automated steps.
INVOICES - Customise Invoice List ViewCustomise invoice views by adjusting column visibility and filtering data. Use Edit columns and filtering in columns to select data.
INVOICES - Create Standalone Sales InvoiceCreate standalone invoices for non-order charges. Add manual charges, generate a draft, then finalize, send, and post like other invoices.
INVOICES - Cancel / Re-Use InvoicesCancel an invoice via INVOICES > Invoices. Orders revert to “Ready to Invoice.” Find canceled invoices under “Cancelled” or undo to reuse.
INVOICES - Complete Invoice task in bulkUsing Quick Action and Print functions to complete tasks in bulk introduces efficiency into the Invoicing process.
INVOICES - Post-invoice actions and restrictionsThis article outlines restrictions and actions available once an invoice is marked 'Invoice Posted', including limits on changes and tasks.
INVOICES - Create a Draft Invoice
INVOICES - Invoice ExportsPosted invoices can send to accounting software via direct integration or manual export. Export by date range or if new documents created.
INVOICES - Edit an invoiceSummary overview of edit invoice features.
Credit Notes
Includes articles relating to all functions included on the CREDIT NOTES page.
INVOICES - Create credit noteManage credit notes in Qargo: create, edit, cancel, refund, or re-invoice charges. Use tabs, filters, and bulk actions for efficiency.
INVOICES - Create Standalone Credit NoteCreate standalone credit notes by selecting customer, date and charges. Process as an invoice and POST for accounting software import.
INVOICES - Create Purchase Credit NotePurchase Credit Notes offset subcontractor costs; track trip-specific or standalone expenses, track calculated costs and generate documents.
Trips To Bill
Includes articles relating to all functions included on the TRIPS TO BILL page.
INVOICES - Create Subcontractor Self-bill
Purchase Invoices
Includes articles relating to all functions included on the PURCHASE INVOICES page.
INVOICES - Create Purchase Invoice from Existing Self-billEasily add a Purchase Invoice to a self-bill, validate costs, and post to accounts. Upload, edit, and manage invoices seamlessly.
INVOICES - Create Purchase Invoice from TripsEasily manage outsourced trip costs by creating Purchase Invoices, validating charges, and exporting to accounts.
INVOICES - Create Purchase Invoice from Subcontractor InvoiceUpload & validate subcontractor invoices, with AI-powered scanning, colour-coded matching, and easy invoice processing steps.
Upload Purchase Invoices
Includes articles relating to all functions included on the UPLOAD PURCHASE INVOICES page.
INVOICES - Upload Purchase InvoiceMultiple purchase invoice upload methods include automated scanning to extract key data, match existing orders and highlight discrepancies.